Contact Exchange Street Executive Search
Exchange Street Executive Search
Paraplanner
Leeds, West Yorkshire
Contact Exchange Street Executive Search
- Hours
- Full Time
- Posted
- 2 days ago
- Salary
- 40000.00 - 50000.00 GBP Annual + To 45k + Benefits
- Recruiter
- Exchange Street Executive Search
- Closes
- 18 May 2026
- Course
- No
- Contract Type
- Permanent
- Recruiter Type
- Direct Employer
Description
Too many companies still expect you in the office even when the work doesn't require it.
Not this one.
Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work.
This means you'll get to do the job you love whilst maintaining the work/life balance you need.
It means you'll work for a business that trusts its staff to do a great job wherever they are.
And it means joining a firm where being remote does not stand in the way of development.
After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice.
No out of sight out of mind here.
The starting salary is up to GBP45,000 alongside:
Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further.
Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter.
WHAT YOU'LL DO
You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases.
Client are private individuals and businesses, so you'll work on a good variety of cases.
WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail
Want to know more? Click apply.
If your CV isn't fully up to date don't worry - send us what you have and we can take it from there.
Everyone will receive a response.
Ad ID: 5418203064
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